Senior Manager, Client Segmentation

Come Work with Us!

At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.

Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.

Job Title

Senior Manager, Client Segmentation

Job Description

What is the opportunity?

As the Senior Manager, Client Segmentation, you will act as the branch subject matter expert and should possess superior knowledge of all products and strategies made available to your client segmentation. You will lead, coach, develop, and support a team of 10-15 licensed Financial Advisors in a national branch setting. You will assist in the development of client-focused, centralized FAs who provide clients with an advice and solutions set comprised of (but not limited to) mutual funds, annuities, and fee-based solutions.

What will you do?

• Active coaching of RBC Advantage FAs to meet results through a consultative sales process, leveraging RBC wealth planning technology/tools.
• Provide site leadership and be the key point of contact for driving results, through effective relationship and pipeline reviews, formation of team, and wholesaling the value add of the organization to business partners and clients.
• Conduct calls with Complex Directors and Branch Directors to drive utilization of the centralized business model.
• Conduct calls with field FAs to discuss opportunities in their current practice that would be ideal for enrollment.
• Conduct evaluations of the focused advice and solution matrix the centralized FA's are able to solicit.
• Serve as a strategic thought leader to help frame how this organization can be leveraged, partnered with, and emulated across multiple business channels.
• Partner with sales supervision and compliance to manage risk to the firm.
• Write and review internal policy and procedures and ensure organization is compliant.
• Point-person for all sales audits that impact business line.

What do you need to succeed?

Must-have

• Bachelor's degree or equivalent work experience with 8+ years of industry experience
• Series 7, 66 (63/65), 24 (9/10) and Insurance Licenses
• Strong understanding of current regulatory requirements related to the industry
• Organizational awareness, comfort with interacting with Senior Executives to drive outcomes
• Exceptional relationship building and communication skills
• Demonstrated ability to team with key stakeholders to achieve desired results with the ability to drive and respond to change management

Nice-to-have

• MBA or Advanced Degree
• Previous experience managing similar investment services operations
• Previous P&L responsibility
• Experience leading initiatives in multiple areas of a financial Institution

What's in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• Flexible work/life balance options
• Opportunities to do challenging work
• Opportunities to take on progressively greater accountabilities
• Access to a variety of job opportunities across business

Job Summary

Address:

Minneapolis, Minnesota, United States of America

City:

USA-MN-MINNEAPOLIS

Country:

United States of America

Work hours/week:

40

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2023-03-28

Application Deadline:

2023-04-04

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at rbc.com/careers.